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Clark Capital Management Group’s Valley National Bancorp VLY Stock Holding History

Clark Capital Management Group’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,581
Closed -$90.6K – 413
2023
Q3 		$90.6K Hold
10,581
– – ﹤0.01% 330
2023
Q2 		$82K Buy
+10,581
New +$84.2K ﹤0.01% 331

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clark Capital Management Group's VLY Position: Q4 2023 in Review

Clark Capital Management Group sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 10,581 shares — an estimated $90.6K sold.

Clark Capital Management Group first reported a position in VLY in Q2 2023 and held it in 2 quarters. The position peaked at $90.6K in Q3 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Clark Capital Management Group reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Clark Capital Management Group sold 10,581 Valley National Bancorp shares in Q4 2023, an estimated $90.6K.
  • Clark Capital Management Group first reported a position in Valley National Bancorp in Q2 2023 and held it in 2 quarters.
  • Clark Capital Management Group's Valley National Bancorp position peaked at $90.6K in Q3 2023.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Clark Capital Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.